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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update Existing Contac...
Customer experience | Sales, Customer Insights,...
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Update Existing Contact from a lead

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Posted on by LisaMB 75

I would like to update existing contact fields with fields from a lead when the lead is qualified (that has an existing contact). 

  • LuHao Profile Picture
    LuHao 40,874 on at
    RE: Update Existing Contact from a lead

    Hi Lisa,

    Please post a new thread for this question.

    The forum experts and I will continue to help you.

  • LisaMB Profile Picture
    LisaMB 75 on at
    RE: Update Existing Contact from a lead

    How do I get any activities to roll up to an existing contact? For instance a note or email?

  • Suggested answer
    LisaMB Profile Picture
    LisaMB 75 on at
    RE: Update Existing Contact from a lead

    Thanks! This worked.

  • Suggested answer
    AlaCh Profile Picture
    AlaCh 35 on at
    RE: Update Existing Contact from a lead

    The simple way is to use the fields mapping in the relation between lead and contact. You can also create a workflow to update contact based on the lead status.

    Ala,

    Please mark as verified if the answer is helpful.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: Update Existing Contact from a lead

    Hi Lisa,

    In this scenario, when Qualify Lead, you don't need to create a new Contact, but only update Existing Contact, right?

    If so, we will create a workflow.

    Go to Advanced Settings > Processes, new a workflow for Lead.

    pastedimage1591250117536v2.png

    Check Record status changes. Select Scope to Organization.

    pastedimage1591250231376v3.png

    Add a step - Check Condition.

    If Lead:Status equals [Qualified] AND Lead:Parent Contact for lead contains data

    pastedimage1591250327956v4.png

    Then add a step - Update Record.

    Update Parent Contact for lead, use Lead's fields dynamics value to update the Contact's fields.

    pastedimage1591250481254v5.png

    Finally activate the workflow.

  • Suggested answer
    Jomy Jose Profile Picture
    Jomy Jose 290 on at
    RE: Update Existing Contact from a lead

    You can create a workflow on lead qualification and use an update of existing contact with required mappings from lead.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,206 User Group Leader on at
    RE: Update Existing Contact from a lead

    Hi, 

    You can use fields mapping: 

    organonconsulting.com.au/.../

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